NVDA's $82B quarter dwarfs CBRS's $210M, but Cerebras's 103% growth and $25.4B backlog signal a credible inference speed challenger.
NVIDIA's 75% gross margins and $48B quarterly free cash flow cement it as the anchor, while Cerebras offers higher-variance upside on inference speed.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Cerebras Systems (NASDAQ: CBRS) and NVIDIA (NASDAQ: NVDA) delivered post-earnings reports showing two distinct AI compute visions. NVIDIA reported a $81.61 billion quarter powered by full-stack AI factories. Cerebras, fresh off its IPO, bets on wafer-scale inference speed. The results make a direct comparison unusually relevant.
NVIDIA's Q1 FY27 earnings were dominated by Data Center revenue of $75.246 billion, up 92% year over year, with networking growing 199%. Jensen Huang stated "Demand has gone parabolic." Blackwell Ultra swept every MLPerf inference benchmark, and Vera Rubin production begins in the second half of fiscal 2027.
#NVIDIA #full #earnings
NVIDIA's 75% gross margins and $48B quarterly free cash flow cement it as the anchor, while Cerebras offers higher-variance upside on inference speed.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Cerebras Systems (NASDAQ: CBRS) and NVIDIA (NASDAQ: NVDA) delivered post-earnings reports showing two distinct AI compute visions. NVIDIA reported a $81.61 billion quarter powered by full-stack AI factories. Cerebras, fresh off its IPO, bets on wafer-scale inference speed. The results make a direct comparison unusually relevant.
NVIDIA's Q1 FY27 earnings were dominated by Data Center revenue of $75.246 billion, up 92% year over year, with networking growing 199%. Jensen Huang stated "Demand has gone parabolic." Blackwell Ultra swept every MLPerf inference benchmark, and Vera Rubin production begins in the second half of fiscal 2027.
#NVIDIA #full #earnings
2 months ago
